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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
5326
BCM Advisors
Louisiana
$307K +$2.49K +11 +0.8%
RTC
5327
Riverview Trust Company
Washington
$306K – – –
YWM
5328
Yardley Wealth Management
Pennsylvania
$305K -$27.2K -120 -8%
EIA
5329
Eldridge Investment Advisors
New Hampshire
$305K – – –
LIWM
5330
Long Island Wealth Management
New York
$304K – – –
O3W
5331
Omni 360 Wealth
New Jersey
$304K -$52.5K -232 -14%
ACL
5332
Applied Capital LLC
Florida
$303K +$313K +1,381 New
HIA
5333
Harvest Investment Advisors
Florida
$303K – – –
SCA
5334
Sippican Capital Advisors
Massachusetts
$303K – – –
RC
5335
RBO & Co
California
$302K – – –
SFG
5336
Socha Financial Group
New York
$301K -$17K -75 -5%
SB
5337
Semitam Bonam
New York
$301K +$89.2K +394 +40%
MWM
5338
MorganRosel Wealth Management
Colorado
$300K -$4.53K -20 -1%
FF
5339
Friedenthal Financial
New Jersey
$299K +$13.8K +61 +5%
SHWM
5340
Smith & Howard Wealth Management
Georgia
$297K -$607K -2,680 -66%
WFP
5341
Wrenne Financial Planning
Kentucky
$297K -$4.53K -20 -1%
TFG
5342
Team Financial Group
California
$297K – – –
JAA
5343
Joel Adams & Associates
North Carolina
$297K – – –
GWAM
5344
Guardian Wealth Advisors (Minnesota)
Minnesota
$296K +$86.7K +383 +40%
BFS
5345
Bare Financial Services
Pennsylvania
$295K +$12.7K +56 +4%
KOMWMG
5346
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$294K -$56.1K -248 -16%
CWM
5347
Cadence Wealth Management
Massachusetts
$292K +$10.2K +45 +4%
ASG
5348
Ariston Services Group
California
$292K +$301K +1,328 New
CCM
5349
Ciovacco Capital Management
Georgia
$291K +$25.1K +111 +9%
MRP
5350
Measured Risk Portfolios
California
$291K – – –
212 213
214
215 216